See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,361 | $89,355-41.4% | $141,162-62.9% | $72,985-28.3% |
| Participation rate | 72.0% | 75.1%-3.1pp | 82.5%-10.5pp | 69.5%+2.5pp |
| Annual return | 29.53% | 111.85%-82.3pp | 71.39%-41.9pp | 81.00%-51.5pp |
| Employer contribution / active EE | $3,736 | $3,114+20.0% | $4,735-21.1% | $2,440+53.1% |
| Participant deferral / active EE | $7,655 | $5,418+41.3% | $6,709+14.1% | $3,607+112.2% |
| Admin fee / account holder | $336 | $5,958-94.4% | $10,261-96.7% | $5,124-93.4% |